Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAUGY (Insurance Australia Group Ltd ADR) | 3.26% | 5.82% | 22.95% | 12.07% | 6.37% | 6.95% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAUGY (Insurance Australia Group Ltd ADR) | 01/21/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.82 | 22.95 | 12.07 | 6.37 | 6.95 | NA | … | … | 3.26 | 6.05 | 43.59 | 23.37 | 6.16 | -16.34 | -29.10 | 18.88 | -10.65 | 36.29 | 14.67 | -15.91 | 6.35 | 11.39 | 64.59 | -11.27 | 6.73 |
| Sharpe Ratio | NA | 0.02 | 0.51 | 0.26 | 0.13 | NA | NA | … | … | 0.12 | 0.08 | 1.05 | 0.78 | 0.14 | -0.37 | -0.57 | 0.71 | -0.37 | 2.15 | 0.58 | -0.60 | 0.32 | 0.48 | 2.19 | -0.30 | 0.23 |
| Standard Deviation(%) | NA | 36.99 | 36.62 | 36.38 | 34.80 | NA | NA | … | … | 40.25 | 39.74 | 38.13 | 25.41 | 34.03 | 43.76 | 51.49 | 24.59 | 32.74 | 16.63 | 24.96 | 26.53 | 19.49 | 23.56 | 29.78 | 38.00 | 30.58 |
| Draw Down(%) | NA | 24.84 | 24.84 | 26.69 | 49.29 | NA | NA | … | … | 20.17 | 22.25 | 9.17 | 15.39 | 19.78 | 24.43 | 43.93 | 13.24 | 29.45 | 5.95 | 14.98 | 32.23 | 15.58 | 18.87 | 12.67 | 27.48 | 26.49 |
| Yield(%) | 0.00 | 3.84 | 5.24 | 3.93 | 4.32 | 5.47 | 4.73 | … | … | 1.56 | 3.75 | 4.79 | 3.10 | 2.21 | 3.90 | 1.22 | 4.55 | 7.69 | 5.94 | 6.70 | 4.30 | 6.89 | 7.14 | 5.69 | 4.45 | 3.28 |
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUGY (Insurance Australia Group Ltd ADR) |
-16.89%
Jul 2019 – Jul 2022 |
-9.16%
Mar 2018 – Mar 2023 |
-1.67%
Mar 2013 – Mar 2023 |
6.10%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUGY (Insurance Australia Group Ltd ADR) |
29.12%
Nov 2011 – Nov 2014 |
15.74%
Jun 2012 – Jun 2017 |
9.00%
Aug 2015 – Aug 2025 |
9.27%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart